Patient Services Specialist

American Oncology Network•Houston, TX
•$16 - $27

About The Position

The Patient Services Specialist (PSS) provides front-end patient support by managing patient intake, scheduling, medical records, and financial transactions while ensuring accurate documentation and high-quality customer service. Duties may vary by office size, layout, and staffing model, and may include cross-coverage across functional stations as needed. The position supports Patient Services operations including check-in, check-out, medical records, and fax-server functions. It may also provide coverage across locations and assist with training and onboarding staff.

Requirements

  • High school diploma.
  • At least one year of experience in a healthcare setting.
  • Demonstrated customer-service focus, attention to detail, and ability to multitask.
  • Strong interpersonal and communication skills with diverse populations.
  • Critical-thinking, problem-solving, and organizational skills.
  • Ability to manage competing priorities in a fast-paced, multi-site environment.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Nice To Haves

  • Associate degree preferred.
  • Physician-office experience preferred.

Responsibilities

  • Greet patients and caregivers professionally and provide a welcoming, supportive experience.
  • Check in patients according to clinic policy, verify identity using AON Patient I.D. standards, and document arrival status and location in the EMR.
  • Verify, update, and maintain patient demographic information at required intervals.
  • Collect, document, and post patient payments and co-pays; issue receipts and notify a Financial Counselor when a patient cannot pay.
  • Ensure required patient forms and medical history documentation are completed.
  • Respond to inbound calls, route calls, and accurately document messages in the EMR.
  • Schedule and manage appointments for new patients, follow-ups, treatments, referrals, outside testing, and hospital admissions according to physician orders.
  • Maintain physician schedules according to preferences, capacity limits, and clinic policies, and proactively resolve scheduling conflicts.
  • Coordinate physician schedule changes, meetings, vacations, conferences, and drug representative visits.
  • Assign new patients to clinicians according to office guidelines and maintain assignment records.
  • Contact patients about missed appointments, document outreach, and reschedule as appropriate.
  • Document and relay hospital consults, messages, and urgent information to physicians and designated care team members.
  • Manage answering-service activation and deactivation and retrieve messages according to clinic hours and emergency call policies.
  • Create, maintain, and update patient charts in EMR and billing systems for new, follow-up, and hospital consult patients.
  • Assemble and verify new-patient and hospital follow-up records and obtain missing documentation from referring providers, facilities, or labs.
  • Process, file, and distribute faxes, mail, courier deliveries, and electronic documents accurately and promptly.
  • Respond to medical-record requests from patients, providers, and authorized third parties in accordance with policy and HIPAA requirements.
  • Coordinate legal and subpoena-related chart requests with corporate teams and external vendors as required.
  • Maintain EMR, fax servers, and document-management systems, ensuring records are accurate, complete, and properly categorized.
  • Verify patient identifiers before filing records and promptly resolve misfiled documentation.
  • Collect and post patient payments, log transactions in required systems and reports, and prepare daily close documentation, deposits, and trial closes.
  • Balance cash drawers and handle funds according to established procedures.
  • Notify Financial Counselors of insurance changes, STAT scheduling needs, or hospital admissions that affect billing or collections.
  • Distribute reports, schedules, and documentation to appropriate departments, including EDI and the Business Office, according to protocol.
  • Comply with federal, state, and local requirements related to patient care, privacy, billing, safety, and records retention, and adhere to AON policies, procedures, IT standards, and disaster-recovery requirements.
  • Perform assigned duties across Patient Services stations, including Check-In, Check-Out, Medical Records, and Fax Server.
  • Provide coverage for absences, lunches, vacations, and staffing needs across locations.
  • Assist with training and onboarding new Patient Services staff.
  • Maintain organized workspaces, safeguard equipment, and protect confidential patient and employee information.
  • Support multi-site operations and work at alternate AON locations as business needs require.
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